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Research & Reports

Soleares Research, LLC is a market research and consulting firm servicing the annuity and life insurance businesses. We provide, through our website, periodic articles that cover important industry trends; we also offer clients phone or on-site consultations, executive briefings and presentations. We pride ourselves on first-class customer service and responsiveness to our clients. We aim to be an indispensable resource to the marketplace.
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Update: Variable Insurance Volatility-Managed Portfolios

This spreadsheet concludes our coverage of variable insurance volatility-managed portfolios for 2019. By our count, at the end of the year there were 208 such portfolios in operation, containing nearly $280 billion in assets…

A Final Note on Managed-Volatility Portfolio Trends in 2019

In our view, variable managed-volatility portfolios performed relatively well in 2019, benefiting from the momentum in the equity markets that prevailed through most of the year. This brief report will conclude our coverage of such...

Some Thoughts Regarding the Proposed Jackson National IPO

Recently U.K.-based Prudential plc disclosed plans to spin off its Jackson National unit, a move we think will have many ramifications for the U.S. annuity industry. In this report we’ll attempt to put this matter...

New Coverage: Summaries of New VA Guaranteed Lifetime Withdrawal Benefits Filed With the SEC in 2020

This table commences our coverage of new variable annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) filed with the SEC so far this year and contains summaries of three riders…

New Coverage: Summaries of New VA Contracts Filed With the SEC in 2020

This table commences our coverage of new variable annuity contracts filed with the SEC in 2020 and contains summaries of nine new products…

Reviewing Variable Insurance Fund Filings from February, 2020

February is usually when many new variable portfolios are registered in preparation for the May prospectus update season and such was again the case this year. During the month we also noticed quite a few...

Covering a New GLWB – and Recent Benefit Rate Sheet Updates

In this report we’ll provide thoughts on a new variable annuity guaranteed lifetime withdrawal benefit (GLWB) scheduled to launch during the May prospectus update season, and notable changes to existing riders we discovered in benefit...

Stock-Traded Insurers’ VA Sales in 4Q19 Reflected the Industry’s Rise

Variable annuity sales for most of the stock-traded insurers we track regularly improved in the fourth quarter of last year, in line with how the industry as a whole performed...

Reviewing Variable Insurance Fund Filings from January, 2020

In January multiple new variable insurance funds were filed with the SEC – including an ESG offering – while the most noteworthy changes to existing funds, in our view, involved sub-advisory replacements and proposed liquidations...